Client Advocate

WTWShort Hills, NJ
14h

About The Position

The Client Advocate is responsible for providing strategic relationship management and consultative services to our clients. The Client Advocate is responsible for marshalling WTW resources to provide coordinated service and placement activities that meet the client’s insurance and risk management needs. Responsible for ensuring relevant regulatory and technical standards are met. Leverage skill set with knowledge to design and consult with clients on insurance coverage and services; uses understanding of clients’ needs to expand business opportunities and further solidify client relationships. Ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Responsibilities

  • Retain existing book of business; develop and strengthen client relationships.
  • Identify, engage, and integrate delivery of all WTW internal resources to deliver on the client experience.
  • Provide strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
  • Recommend appropriate solutions throughout the policy life cycle (including acquisition due diligence).
  • Design, prepare, negotiate, and deliver fee/compensation agreements to clients.
  • Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules.
  • Increase (maximize) the profitability of the client account and ensure retention of that business over time.
  • Engage with Sales and Broking to understand marketplace changes.
  • Build and develop market relationships in collaboration with broking and sales; Design individual prospect sales strategies and develop growth pipelines.
  • Conduct contract reviews to ensure alignment of obligations.
  • Drive the Request for Proposal (RFP) response process, including review, identification, and coordination of line of business groups, and document ownership.
  • Drive the renewal process to establish and implement the client-specific renewal strategy. Collaborate with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
  • Serve as a mentor to Client Advocates & Account teams.
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